Filed November 29, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-3689044 | Contract Administrator | $502,969 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $76,226 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING, INC Service code 16 · EIN 61-0736136 | Consulting | $53,789 |
NATIONWIDE5+ years Service code 49 · EIN 31-4156830 | Other Services | $3,415 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,497 | $53,565-43.1% | $172,739-82.3% | $82,204-62.9% |
| Participation rate | 61.1% | 69.6%-8.5pp | 82.6%-21.5pp | 73.4%-12.3pp |
| Annual return | 22.45% | 31.42%-9.0pp | 802.84%-780.4pp | 26.31%-3.9pp |
| Employer contribution / active EE | $55 | $1,857-97.1% | $5,143-98.9% | $2,707-98.0% |
| Participant deferral / active EE | $3,081 | $3,006+2.5% | $5,198-40.7% | $4,246-27.4% |
| Admin fee / account holder | $79 | $61+29.4% | $13,954-99.4% | $76+5.1% |